Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$810B
AUM Growth
+$67.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,536
New
Increased
Reduced
Closed

Top Buys

1
+$4.74B
2
+$1.3B
3
+$1.14B
4
DASH icon
DoorDash
DASH
+$1.02B
5
U icon
Unity
U
+$988M

Top Sells

1
+$1.99B
2
+$1.42B
3
+$1.08B
4
MSFT icon
Microsoft
MSFT
+$767M
5
DOCU icon
DocuSign
DOCU
+$663M

Sector Composition

1 Technology 20.56%
2 Healthcare 9.55%
3 Financials 9.27%
4 Consumer Discretionary 8.7%
5 Communication Services 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5126
$778K ﹤0.01%
7,831
+1,981
5127
$777K ﹤0.01%
228,481
+24,047
5128
$776K ﹤0.01%
72,132
-114
5129
$771K ﹤0.01%
22,197
-14,224
5130
$771K ﹤0.01%
8,594
+3,427
5131
$770K ﹤0.01%
117,315
5132
$768K ﹤0.01%
247,561
+37,484
5133
$767K ﹤0.01%
82,225
+1,017
5134
$767K ﹤0.01%
67,352
-33,888
5135
$764K ﹤0.01%
28,969
-400,433
5136
$763K ﹤0.01%
154,950
-57,781
5137
$762K ﹤0.01%
116,732
-1,600
5138
$760K ﹤0.01%
195,522
-50,626
5139
$760K ﹤0.01%
37,050
+12,787
5140
$757K ﹤0.01%
32,490
+8,830
5141
$757K ﹤0.01%
2,214
+1,848
5142
$757K ﹤0.01%
53,631
+4,282
5143
$756K ﹤0.01%
51,839
-50,161
5144
$755K ﹤0.01%
101,783
+101,575
5145
$754K ﹤0.01%
18,973
-184
5146
$753K ﹤0.01%
36,213
+2,479
5147
$753K ﹤0.01%
120,997
+5,538
5148
$751K ﹤0.01%
292,313
-178,338
5149
$750K ﹤0.01%
28,600
+16,141
5150
$747K ﹤0.01%
49,721
+1,916
204 205
206
207 208